FFO
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Fortitude Family Office’s IDEX IEX Stock Holding History

Fortitude Family Office’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.76K Buy
43
+1
+2% +$212 ﹤0.01% 782
2026
Q1 		$7.96K Buy
42
+29
+223% +$5.72K ﹤0.01% 736
2025
Q4 		$2.31K Sell
13
-8
-38% -$1.37K ﹤0.01% 1116
2025
Q3 		$3.42K Sell
21
-1
-5% -$169 ﹤0.01% 969
2025
Q2 		$3.86K Buy
22
+9
+69% +$1.6K ﹤0.01% 885
2025
Q1 		$2.35K Sell
13
-5
-28% -$995 ﹤0.01% 899
2024
Q4 		$3.77K Hold
18
– – ﹤0.01% 910
2024
Q3 		$3.86K Buy
18
+5
+38% +$1.01K ﹤0.01% 861
2024
Q2 		$2.62K Hold
13
– – ﹤0.01% 762
2024
Q1 		$3.17K Hold
13
– – ﹤0.01% 739
2023
Q4 		$2.82K Buy
+13
New +$2.62K ﹤0.01% 822

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fortitude Family Office's IEX Position: Q2 2026 in Review

Fortitude Family Office increased its IDEX (IEX) stake by 2.4% in Q2 2026, buying an estimated $212 and bringing the position to 43 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Fortitude Family Office first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Fortitude Family Office held 43 shares of IDEX worth $9.76K as of Q2 2026.
  • Fortitude Family Office bought 1 IDEX share in Q2 2026, an estimated $212.
  • IDEX made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #782 holding.
  • Fortitude Family Office first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.